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OneDigital Investment Advisors’s Azenta AZTA Stock Holding History

OneDigital Investment Advisors’s Portfolio AZTA Stock Details AZTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-4,380
Closed -$212K – 1406
2024
Q3 		$212K Buy
4,380
+106
+2% +$5.51K ﹤0.01% 1336
2024
Q2 		$225K Buy
+4,274
New +$228K ﹤0.01% 1239

Other funds holding AZTA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCM
Politan Capital Management New York $985M AUM 3.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

OneDigital Investment Advisors's AZTA Position: Q4 2024 in Review

OneDigital Investment Advisors sold out of Azenta (AZTA) in Q4 2024, closing a stake of 4,380 shares — an estimated $212K sold.

OneDigital Investment Advisors first reported a position in AZTA in Q2 2024 and held it in 2 quarters. The position peaked at $225K in Q2 2024. 310 funds tracked by Wall St. Rank hold AZTA as of Q4 2024.

  • OneDigital Investment Advisors reported no remaining Azenta position as of Q4 2024 after selling out during the quarter.
  • OneDigital Investment Advisors sold 4,380 Azenta shares in Q4 2024, an estimated $212K.
  • OneDigital Investment Advisors first reported a position in Azenta in Q2 2024 and held it in 2 quarters.
  • OneDigital Investment Advisors's Azenta position peaked at $225K in Q2 2024.
  • 310 funds tracked by Wall St. Rank held Azenta as of Q4 2024.

Based on OneDigital Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.